Apple’s New iPhones and Oracle’s AI Bounce
We discuss the new iPhone’s impact on Apple’s business, whether the economy is slowing, and what Oracle’s huge move today means for investors.Travis Hoium, Lou Whiteman, and Rachel Warren discuss: Apple’s newest products Jobs data and the latest on inflation Oracle’s blowout numbers C…
OpenAI Helps Google Win in Court
Google shares jumped after the search giant won a big court battle that will allow it to keep Chrome, Android, and search distribution deals. Plus, we discuss the Kraft Heinz split and the IPO frenzy taking place today. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Google keeps Chrom…
Apple’s Elon Problem & AI Future
Elon Musk has sued Apple over its App Store practices, but the bigger news may be Apple considering acquiring some major AI startups. We also cover the government’s interest in taking equity stakes in defense companies and Fox’s weak hand as it looks for higher cable fees. Travis Hoium, Lou Whitem…
When AI Execs Say the Market Looks Bubbly
Market chatter about the frothiness of the AI market seems to be picking up and has hit a fever pitch with Open AI CEO Sam Altman claiming that he too sees a bubble forming. That, and earnings from retailers looking at new leadership or acquisitions to right their respective ships Tyler Crowe, L…
Why Restaurant Stocks Have Gone Bad
Restaurants are starting to see a drop in traffic and pressure from higher commodity prices and labor costs. So, it’s no surprise restaurant stocks are down big this year, but the size of the drop in names like Cava and Chipotle are shocking. Plus, we cover the one restaurant tech stock you need to…
Will the NFL Bring the Magic Back to Disney Stock?
The NFL and Disney have tied themselves more closely together with the NFL getting 10% of ESPN in exchange for the NFL Network, RedZone distribution rights, and more assets. Will it make Disney a winner in streaming? (00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - The NFL and D…
Tariffs and Trade Wars Can’t Slow Big Tech’s Momentum
The Federal Reserve holds rates steady for now, but an ever-evolving trade and tariff picture raises questions about for how long. Also, Meta Platforms and Microsoft earnings suggest no slowdown in AI spending. Lou Whiteman, Rachel Warren, and Jon Quast discuss: - The Federal Reserve’s decision …
Coffee, Chips, and Credit Cards
Earnings from Starbucks, Visa, and Spotify’s earnings give us a read on the consumer and Samsung takes a big chip order from Tesla. (00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Tesla’s chip deal with Samsung - Spotify’s earnings - Visa, Starbucks, and Booking earnings - Ar…
Is The Stock Market In Bubble Territory?
Valuations are stretched, but is it a bubble. And we discuss the latest AI and energy news, ASML’s earnings, and a surprising report from Johnson & Johnson. (00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Is the market in a bubble? - Google’s $25 billion data center and energ…
Big Banks Roll On
The traders are making money and credit card delinquencies are hopefully plateauing. (00:21) Matt Frankel and Ricky Mulvey discuss: - Bank of America’s comeback story. - What big financial institutions are counting on from the Fed. - Why commercial real estate giant Prologis is getting into the d…
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